Allianz Global Investors

🗳With all signs pointing to a Donald Trump win, we expect many of his populist policies to cause ripples, even though markets were largely priced for this outcome. How might investors navigate the election result? Virginie Maisonneuve, CFA, MBA, Gregor MA Hirt, & Michael Krautzberger share their analysis of Mr Trump's plans and explore the potential market implications across key policy areas 👉https://ow.ly/ybom50U14YV | PDF: https://ow.ly/7U1050U14Iy Historically, markets have tended to perform best under a so-called divided government where no one party controls the presidency and both chambers of Congress – the House of Representatives and the Senate. Although we expect some volatility to linger until the final result is known, the margin of the win suggests risk-on sentiment may begin to take hold. #USelections

We are delighted to share that Wee Kii Teh – Portfolio Manager Development Finance & Impact Credit – was chosen by Private Debt Investor as one of the Rising Stars 2024. ✨ Since joining the team in 2021, Wee Kii has focused on the blended finance partnership between Allianz and the International Finance Corporation, completing the vehicle upsize in 2022. She also supports the build-out of the firm’s impact private credit strategy and its ongoing deployment across credit-enhanced debt strategies. “I think ESG-themed and impact private credit funds – especially decarbonization and energy transition funds – will be the next big thing. The growth will be staggered across regions, but in the next five years, the private credit landscape could look quite different”, she says. 👏 Congratulations, Wee Kii! 👉https://lnkd.in/eNnewvNj 📅 Meet Wee Kii at Private Equity International ’s Women in Private Markets Summit in London, joining the panel “Generating upside from sustainability in private debt” – December 4; 3.40 - 4:10 pm 👉 https://lnkd.in/dtSpBDjg #privatedebt #womeninprivatemarkets #privatemarkets *For professional investors only. Investing involves risk. 

The Fed surprised market expectations in September, with a larger than expected 50bp rate cut to start its rate cutting cycle. The Fed signalled an important shift in its policy reaction function, with a renewed focus on the employment portion of its dual mandate. Although trends in the labour market data still present a broadly constructive backdrop for the US economic outlook, the Fed’s policy shift – towards pre-emptive, “insurance” rate cuts – suggests policymakers are alive to the risks of keeping policy restraint in place for too long, unnecessarily raising recession risks in 2025. Comments by Michael Krautzberger, Global CIO Fixed Income at AllianzGI, ahead of the Fed meeting on 6 and 7 November 2024. Click to read 👇 #navigatingrates

🚀 We're hiring a Product Specialist (f/m/d) to join our Digital Wealth Management Solutions team at risklab in Munich! 🌟 Be part of an innovative group transforming wealth management by empowering all investors with access to institutional-grade tools in 📊 asset allocation, ⚖️ risk management, and 🌱 ESG-focused strategies. https://lnkd.in/gh5BAzKH #Hiring #WealthManagement #risklab

On Monday, we had the pleasure of visiting the Arbeitskreis Börse - Studenten der Universität Mainz e. V. , one of Germany's largest student stock/investing communities at the University of Mainz. Sebastian Lukas, CFA, CFDS from our Multi Asset team shared insights into the dynamic field of Multi Asset Management at AllianzGI, diving into our investment philosophy and approach. Steffen Winterholler from Talent Acquisition also joined, answering students' career questions and providing guidance on professional pathways. It was great to see active engagement between students and industry professionals. University talent acquisition is essential to building a strong employer brand, creating early connections, and attracting talent that shares our values and culture. A big 'thank you' to the Arbeitskreis Börse Mainz for the opportunity!

When AI Meets DIY Home Improvement Retailers. Within AI-enabled Industries, the home improvement is an area where industry players are actively integrating AI into their businesses. The home improvement field has evolved with the convergence of multiple technologies. And in the competitive home improvement industry, the biggest players are using AI to improve customer experience and drive growth. We've uncovered how the top retailers are leveraging the below the get ahead: 1. AI-powered websites and custom apps 2. Digital twins - Virtual and physical stores 3. Inventory management Read to gain insight on the AI investment cycle in retail industry: https://ow.ly/rjTa50TXN6j #TwoMinuteTech #AI #HomeImprovement #Retail

To help drive the energy transition with concrete projects is key for our Infrastructure Debt Team as illustrated by this latest transaction: Yucatan Peninsula’s historical natural gas constraints in Mexico come with heavy reliance on fuel-oil or diesel generation. A 90MW operational wind farm aims to mitigate the need for these high-emission, polluting fuel sources by providing clean energy alternatives. Furthermore, it serves the area of Mexico where there is an ongoing energy generation deficit, while experiencing the highest increase in energy consumption in the country. ACP | Allianz Capital Partners participated as the sole investor in the USD90 million senior secured debt refinancing of this wind farm located in the Yucatan Peninsula what further elevates our position as one the leading infrastructure debt market players in the Americas. The lead sponsor is Dragados, a subsidiary of ACS Group, a global player for infrastructure development. The wind farm provides up to total avoided emissions of c. 190,000t CO2 and contributes to Mexico´s climate targets which aim to reduce Mexico’s emissions by 35% by 2030*. Moreover, the project was evaluated by Sustainable Fitch, which viewed Peninsula’s alignment with Green Bond Principles and Green Loan Principles as “Excellent”.** * Source: Sponsor (Dragados) ** Source: Sustainable Fitch, https://lnkd.in/e9KkjAR4 *For professional investors only. Investing involves risk* #privatemarkets #infrastructure  

Markets stay the course for a soft landing: With the potential for more frontloading of interest rate cuts by the European Central Bank, we see the possibility of further yield curve steepening, primarily from the more policy-anchored front end. In outright duration risk, we prefer to stay more tactical on US Treasuries. #navigatingrates | Michael Krautzberger Georgios Georgiou

📺 After an eventful few months in the markets – and looking ahead to a potentially volatile final quarter – Virginie Maisonneuve, CFA, MBA, our Global CIO Equities, joins us to share her views and convictions on the global economic landscape and what investors may want to watch closely in the next couple of weeks. #equities #tech #outlook

*Fibre roll-out for ultra-speed internet* The pandemic has accelerated the shift to digital communication in work and life, ranging from home office to streaming services. The prerequisite is an ultra-speed internet connection. However, Germany still lags behind when it comes to digitization and the fibre roll-out.* “Unsere Grüne Glasfaser was founded in 2021, deploying local fibre optic networks throughout Germany with a focus on rural and semi-rural areas. The goal is to create an open-provider fibre network of over 50,000 kms delivering environmental benefits through energy efficient operations and enabling the transition to fibre in the deployment areas. 💡 Fibre-optic technology consumes 60 percent less energy than conventional copper wires.** *https://lnkd.in/e9PNfxiR **https://lnkd.in/emvdADW2 For professional investors only. Investing involves risk. Marketing Communication #infrastructure #privatemarkets #realassets